Broker Check

260-927-1830

Meet the Team

Board of Directors


 
David Hefty, CFP®
Chief Executive Officer 

Stacy Hefty
President

Dennis Kehoe, CRCP®
Managing Director

Chris Lipper, CFP®, CIMA®
Managing Director

Executive Team


David Hefty, CFP®
Chief Executive Officer

Stacy Hefty
President

Angie Lockwood, CPA
Chief Operations Officer

Edison Byzyka, CFA
Chief Investment Officer

Brian Wessley
Chief Talent Officer

Advisors


Brian Neal, AAMS®
Wealth Partner - Indiana

Dennis Kehoe, CRCP®
Wealth Partner - Michigan

Doug Lockwood, CFP®
Wealth Partner - Indiana

Chris Lipper, CFP®, CIMA®
Wealth Partner - Texas

Adam Spence, CFP®
Wealth Partner - Texas

Tom Knippa, MBA, CFP®
Wealth Partner - Texas

Brian Davis, CFP®
Wealth Partner - Texas

Brian Remson, CFP®
Wealth Partner - Texas

Charles Hart, CFP®, CPA
Wealth Partner - Texas

Brian James
Financial Advisor - Michigan

Erik Herstad
Financial Advisor - Indiana

Justin Guess, CFP®
Financial Advisor - Texas

Layton Ginder, CFP®
Financial Advisor - Indiana

Max Kramer
Financial Advisor - Michigan

McKenna Clifford
Financial Advisor - Indiana

Pete Kempf, MBA
Financial Advisor - Indiana

Cooperative Integration Team


Stacy Hefty
President

Scott Bradtmiller, JD
Chief Compliance Officer

Justine Kuzniar, CPA
Controller

Brian Wessley
Chief Talent Officer

Nadia Conti
Marketing Director

Michael Lawler
Systems Administrator

Lynne Smith, MBA
Talent Development Specialist

Aaron Tebbe
Human Resource Manager

Jamie Hines
Project Manager

Dahiana Ledo
Accounting Specialist

Jane Lichtsinn
Compliance Analyst

Investment Management Team


Edison Byzyka, CFA
Chief Investment Officer

David Scott
Investment Management Team Lead

Ian Stroud
Investment Operations Associate

Caroline Harlow
Investment Operations Associate

Isaiah Delph
Trading Operations Associate

Devin Nieuwlandt
Trading Operations Associate

Client Experience Team


Angie Lockwood, CPA
Chief Operations Officer

Kentrina Mapes, FPQP®
Client Experience Manager

Ben Goodpaster
Client Experience Team Lead

Theresa Kruizenga
Paraplanner

Tori Deleon
Paraplanner

Jordan Vallejo
Paraplanner

Diedre Matheny
Paraplanner

Sherry Firestone
Client Operations Associate

Kiersten Gaston
Client Operations Associate

Kelly Tobias
Client Operations Associate

Ben Streeter
Client Operations Associate

Brittany Miller
Client Care Coordinator - Indiana

Hannah Schuler
Client Care Coordinator - Texas

Erica Elechi
Client Care Coordinator - Michigan

Corporate Development



Charles Welsh, CFP®
Director of Corporate Development 

Ryan Wharton, CFP®, CIMA®
Director of Corporate Development

Let's Get Started

Ready to work with Credent Wealth Management? Give us a call today at 260-927-1830 (IN), 269-532-1901 (MI), 214-696-2323 (Plano, TX) or 254-777-5252 (Waco, TX). Or get started with our calculator below.

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